Job Details

Prospect and sell Workplace Solutions program to sourced companies within assigned territory. Coordinate with enrolled companies, Commercial R - Ms and/or local branches to schedule consumer account opening events (a/k/a "onsites"). Conduct financial education seminars, webinars, and activities with enrolled participants and prospects. Through each employer contact, assess needs of employees to ensure the financial education seminar roadmap matches need. Develop strong partnerships with line of business leaders to gain their active support in sourcing WS company prospects and partnering on financial education seminars. Develop and manage a pipeline of WS company prospects through business development efforts (prospecting, cold calling, referrals, business partners, centers of influence, personal network). Partner with Consumer Talent Development team to provide training to assigned branches on WS program, sales effectiveness/techniques, and presentation skills. Partner with Regional Co...Relationship Manager, Solutions, Relationship, Manager, Workplace, Solution, Business Services